We often recommend a trust as part of a comprehensive Estate Plan. This article is the second in a two-part series that examines the effect that title has on an Estate Plan. The first step is understanding what forms of ownership your state recognizes and the potential benefits and detriments of each. The second is determining which form of ownership best accomplishes the goals of the client. Read on to learn more.
- What Happens When You Don’t Trust Your Trustee – Part I - March 22, 2023
- The Not-So Transparent Corporate Transparency Act - March 15, 2023
- The View from Heckerling - March 8, 2023